Programs Financial Specialist

Position: Sponsored Programs Financial Specialist
Job Description

Job Summary:

The Specialist reports to the Assistant Vice President for Research and is responsible for financial activities necessary to process time and effort on research and sponsored program accounts. The Specialist will manage the programmatic fiscal reporting activities related to the payment and billing processes necessary for sponsor guidelines and university policies and procedures on these externally funded programs.

Essential Functions (Responsibilities):

• Payroll coordination for personnel on sponsored project awards
• Complete reconciliation of payroll to time-and-effort sheets
• Assist in the review, revision, and approval of time-and-effort sheets for sponsored awards
• Collaborate with other TU offices to correct errors and charges for payroll to research and sponsored program accounts
• Maintain accurate financial and payroll records
• Submit timely, accurate invoices for active projects and consortia memberships to sponsors
• Complete follow-up on invoices to ensure receipt, accuracy, and acceptance
• Provide payment tracking and follow-up for past dues
• Assist in the management of the Chart of Accounts and financial award setup
• Submit financial statements and reports to sponsors
• Provide oversight for fiscal aspect of sponsored projects
• Prepare and submit various reports for the university and the external sponsors
• Serve as a liaison between university officials, principal investigators, staff and funding agency representatives

Minimum Qualifications:

Knowledge/Skill/Ability

Equivalent Education/Experience

• General understanding of basic accounting principles
• Previous experience in account management, bookkeeping, payroll management, invoicing, or project management
• Demonstrated ability to interpret and apply policies and procedures
• The ability to utilize independent judgment and discretion
• Must be able to produce time-sensitive, accurate information on sponsored project matters
• Have excellent organizational skills
• Must be self-motivated and work well under pressure with limited supervision
• Handle a multitude of tasks and be team-oriented
• Have superior communication skills
• Must be dedicated to providing timely customer service with exceptional interpersonal capabilities
• Be proficient in an automated environment including effective utilization of Microsoft Windows (Outlook, Word, and Excel)

• A Bachelor's degree
• A combination of education and work experience may be substituted for the minimum qualifications

Preferred Qualifications:

A Bachelor's degree and/or at least 3 years previous experience in a university sponsored program office in post-award administration; previous experience in a university sponsored program office in post-award administration; a demonstrated knowledge of federal funding agency regulations including 2 CFR 200 Uniform Administrative Cost Principles and Audit Requirements for Federal Awards.

Special Job Dimensions:

Work requires working with highly sensitive or confidential information.

Note: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.

About Us

The University of Tulsa is a student-centered research university that cultivates interconnected learning experiences to explore complex ideas and create new knowledge in a spirit of free inquiry. Guided by our commitment to service and inclusion, we prepare individuals to make meaningful contributions to our campus, our community, and our world.

The University endeavors to create and nurture an informed and inclusive environment in its workplace and educational programs. Affirmative action and equal employment opportunity are integral parts of the University not just because they are legally mandated, but because we recognize that the present and future strength of the university is based primarily on people and their skills, experience, and potential.

The University does not discriminate in access to, or treatment or employment in, its programs and activities on the basis of race, color, age, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, veteran status, disability, genetic information, ancestry, or marital status. The University seeks to recruit, select, and promote students, faculty, and all other employees on the basis of individual merit.